Kempower: Updating our model following Q1 results

Last Friday, Kempower published Q1 2025 results, reporting revenues of EUR43.5m (+2% YoY vs. EUR42.6m in Q1 2024), though revenues declined sequentially due to continued soft demand due to elevated inventory levels across the DC charging industry. Gross margin remained stable at 49.5% (-0.3ppt YoY)

Kempower: FY24 results, back to growth trajectory in 2025

This morning, Kempower published FY24 results. FY24 revenue came in at EUR223.7m (-21% YoY vs. EUR283.6m in FY23). This is in line with updated revenue guidance of EUR220-230m and with consensus expecting EUR221m for FY24. While gross margin stood at 48.7% in FY24 (-3.4ppt YoY), Kempower suffered f

Daily Healthcare - May 6th, 2025

Hugo Boss: reassuring Q1 numbers and FY25 outlook reiterated

Hugo Boss has reported reassuring Q1 2025 results this morning: the FX-n sales decline of 2% was less negative than expected (CSSe: -4%) while the EBIT contraction was also less pronounced than initially feared (-12% to EUR61m vs. CSSe EUR50m) as another GM miss was offset by tight opex discipline.